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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
4401
Wexford Capital
Florida
$740K +$564K +1,707 +268%
HPCM
4402
Hunter Perkins Capital Management
Illinois
$739K -$65.4K -198 -8%
KFSC
4403
Keystone Financial Services (Colorado)
Colorado
$739K +$46.9K +142 +6%
BMD
4404
Better Money Decisions
New Mexico
$738K -$38.3K -116 -5%
NFW
4405
Noble Family Wealth
Florida
$736K +$10.2K +31 +1%
IW
4406
Instrumental Wealth
Florida
$735K +$201K +608 +38%
AI
4407
Auour Investments
Massachusetts
$734K +$3.3K +10 +0.5%
BA
4408
Ballew Advisors
Mississippi
$733K -$7.27K -22 -0.9%
ACM
4409
Alamar Capital Management
California
$731K – – –
UIA
4410
Ulland Investment Advisors
Minnesota
$730K +$169K +510 +28%
OFS
4411
Oldfather Financial Services
Nebraska
$729K -$165K -500 -18%
WF
4412
Whelan Financial
California
$729K +$90.2K +273 +13%
SP
4413
SWS Partners
Ohio
$728K +$7.93K +24 +1%
BFG
4414
Baron Financial Group
New Jersey
$728K +$330 +1 +0%
CFC
4415
Coyle Financial Counsel
Illinois
$727K -$69.4K -210 -8%
MWA
4416
Martel Wealth Advisors
Washington
$726K +$330 +1 +0%
RFO
4417
RiverGlades Family Offices
Florida
$726K – – –
PIC
4418
Portland Investment Counsel
Ontario, Canada
$724K – – –
ETIA
4419
Epic Trust Investment Advisors
Washington
$720K -$14.5K -44 -2%
SW
4420
Signify Wealth
Missouri
$716K +$48.2K +146 +7%
CCA
4421
Conservest Capital Advisors
Pennsylvania
$714K -$3.96K -12 -0.5%
GCIA
4422
Gabelli & Co Investment Advisers
New York
$714K – – –
PDM
4423
Penn Davis McFarland
Texas
$713K +$198K +600 +36%
HPWM
4424
High Pines Wealth Management
Massachusetts
$712K +$9.25K +28 +1%
TA
4425
TKG Advisors
Indiana
$712K +$411K +1,245 +123%
175 176
177
178 179